Author: Enclave
-
3 Bear Market Small Cap Value Plays
Investors have some great opportunities for finding alpha in today’s market. The easy days of the market may be over and actively managed funds will prove their worth in the coming years in my view. Here are some stocks that have certainly fallen out of vogue and could outperform peers going forward. 1. Cloud Peak…
-
Trade-offs, Startups, and Bootstrapping
In some cases, rapid prototyping under the now popular “lean startup” philosophy comes at the cost of sound product architecture. In order to test new features in a fast, low-cost fashion, it prioritizes short-term growth bursts over long-term scalability. Tech debt piles up…and as the product keeps building on rapid user feedback, the foundations crack.…
-
What is Likely Causing the Strange Lights in New York
Today some time around 8 P.M. EST bright lights appeared over New York, suddenly illuminating the night sky. Many on twitter exclaimed that aliens have finally descended upon us. Though there might be some better explanations. We currently don’t have many clues as to what the lights may be, only that heavy presence of emergency…
-
The Secular, Titanic Shift From Public to Private Assets
Markets can be deceiving, especially during pivots in long term trends. Corrections are mistaken for bear markets, and break-outs in long standing financial ratios are by default perceived as fragile bubbles. This can be a symptom of always looking in the rear view mirror, not fully grasping the much longer term trends and cycles at…
-
Fundraiser Petition for Rick Falkvinge, Andreas Antonopoulos Debate
Enclave Research is proud to announce we are organizing a petition fundraiser for a Rick Falkvinge and Andreas Antonopoulos debate/talk on Bitcoin and Bitcoin Cash. All funds raised go directly to the Electronic Frontier Foundation, but are only charged if the debate is agreed upon by February 28th 2019. The higher the amount raised, the…
-
Ginni Rometty Turning Privacy Into Competative Advantage at IBM
IBM’s CEO Ginni Rometty has taken a careful approach to handling user data, in line with its focus on enterprise customers. In contrast, Google, Microsoft and Amazon have been hoovers of customer information, causing plenty of controversy over the past year. This has left many analysts to wait for the other foot to drop—first the…
-
NEO Devs Implement Bold Change, Adjust Final Scaling Tweaks
Neo devs have been active the past few months. Via the bug bounty program, the team learned of a Denial of Service bug allowing congestion of the network, the team has taken swift action in confirming the bug and releasing a patch. Additionally, in the latest upgrade(2.9.0), the block size was increased and the block…
-
Ebay, Amazon Cut Corners Amid Increased Competition
When competition gets tough, it seems e-commerce giants are not above unscrupulous business practices. Ebay has had a tough business model, having slow growth and struggling to post a profit each year. Amazon in contrast has done well, posting consecutive earnings beats just in the last 4 quarters. Both however have taken on recent policy…
-
Small Investors are Being Squeezed. Fin-tech, Blockchain Will Help
With a lot of talk about the wealth gap recently, I thought I’d point out the financial side that is contributing to the problem. If you’re a small investor there are quite a few factors at play that are likely putting you at a disadvantage in everyday investing and trading. Despite the surging stock market,…
-
Filtering Out Wash-Traded Crypto
Critics of the Coinmarketcap.com(CMC) system have long decried the market manipulation used to game the rankings. In an effort to filter out this problem, Coinmarketbook.cc(CMB)has been created in an effort to measure real buying support for various cryptocurrencies. Rather than using “market cap” based on misleading circulation numbers and a latest fill-price often arrived at…
-
Valuing Tesla as an early, major tech company
The most entertaining and dramatic stock to follow these days of course is Tesla. Its sky high market cap has drawn fanatic proponents as well as adamant critics into the public discourse. One of the main arguments made by bulls is the idea that Tesla should not be valued as a car manufacturer, but rather…
-
Part II Life Principles, Ray Dalio
Part II Life Principles is Ray Dalio’s take on attaining the pure and enlightened business mind. Ray explains two undercurrents of evolution: 1) processing the pain that will lead one to solutions to a problem and 2) one should make the best of struggles which if handled correctly can produce creativity and character. By developing…
-
First Impressions of Ray Dalio’s ‘Principles’
He was a child who didn’t do well in school because of all the memory work demanded. Ray was a C average student until he went to college. Once there he was thrilled he could learn what he was actually interested in. It did not take him long to earn A’s and get into Harvard…
-
Storj Town Hall Concludes
With the most recent Storj town hall event complete, it looks like the Storj team is making good progress on many fronts. At the start of the session, there was a lengthy disclaimer, it’s clear Storj is fully staffed complete with serious legal counsel. They also hired on a full fledged managment team. Rare to…
-
#Cryptotwitter Fake Followers Quantified
Using an online twitter audit tool, I took a look at how many fake twitter followers these prominent crypto enthusiasts have. Of course, only followers of the official Enclave Research twitter account are included. Or, handles that we follow. Though I must disclaim this a fairly unscientific test. The sample sizes are small and the…
-
Testing Free Will: A Theoretical Framework
Dating back all the way to ancient greek stoic Epictetus, the free will vs determinism debate still rages on. The strict determinist view in philosophy is that we are only acting out complex but predictable chemical reactions in our brain, even though it feels like we are making choices. On the opposite side, people who…
-
Theoretical Demons
Descarte’s malicious demon, then Laplace’s demon, now Roko’s basilisk. Humans have a history of giving monstrous names to theoretical technology. The first monster here was dreamt up by Rene Descartes, famous French enlightenment philosopher, came up with the theory of an illusion that takes over all senses. This demon-created mirage, would be indistinguishable from reality…
-
Part III Ray Dalio’s Principles Book Summary
Part III There are times when reading Work Principles sounds like a diary and other times sounds like a Bible. Ray Dalio’s ultimate tenant is that ‘an idea meritocracy is the best’ because it allows the highest level of success and sustenance in business. His culture of meritocracy is built on radical truth and radical…
-
Chinese Shandong Private Refineries attract top majors and trading houses
In the modern business world, how hard can a business trip be? To take a flight across half the globe to a capital city in one country, and then take EMU train(Electric Multiple Unit) for roughly 2.5 hours, and then by car—or if there’s no such fine arrangement, by bus it takes you about almost…
-
What Bitcoiners Get Wrong About Enterprise Blockchain
Enterprise Blockchain is back in the news with the recent completion of the first world blockchain bond from the World Bank and the Commonwealth Bank of Australia. If you’re feeling a bit of Déjà vu now, it’s probably because numerous blockchain bonds have already been introduced. A commercial bond from Russia’s Sberbank and from a…
-
This Gentleman Invented Three Board Games and is Now “uberizing” Enterprise Software.
It’s Appian CEO Matt Calkins, his games ordered from oldest to newest: Magnet, a game that cleverly harnesses electromagnetism in a race to the middle of the board. Sekigahara: The Unification of Japan, a conquest style game, which seems like the analog equivalent to Shogun: Total War for those familiar with digital games. Tin Goose,…
-
Ethereum EIP 858 vote
Check the Ethereum network lately and you can find a vote titled “What should be done regarding proof-of-work issuance until Casper is ready”. Link The votes deal with whether or not the difficulty bomb should be delayed again, and whether there should be a static reduction in block reward. The hodlrs clearly showed up, as…